-28.3%
ON vs PTEN
-3.4%
-24.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -4.7% | +2.8% | -7.5% | -5.5% |
| 30D | -13.5% | +17.6% | -31.1% | -17.8% |
| 3M | -36.3% | +8.2% | -44.5% | -38.5% |
| 6M | +17.8% | +38.1% | -20.3% | +2.8% |
| YTD | +29.6% | +117.3% | -87.7% | -5.2% |
| 1Y | +45.8% | +146.1% | -100.3% | +0.5% |
| All | -28.3% | -3.4% | -24.9% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling